RPS Client Service Manager

Peoples Bank • Marietta, OH

2d

About The Position

The RPS Client Service Manager provides day-to-day support to retirement plan Sponsors, helping ensure plans comply with ERISA rules and regulations. The role keeps Plan Sponsors, the Sales Team, and Financial Advisors informed about new regulations and plan issues; oversees plan compliance and testing; researches issues and recommends plan design changes as needed; and supports plan audits. The position is part of a client-service support team and also mentors team members through training and support.

Requirements

• Associate’s degree in business or equivalent work experience.
• Five years of experience working in a financial services environment.
• Advanced proficiency with Word, Excel, and PowerPoint, including adapting the software to specific support needs.
• Consistently produce work with a very high degree of accuracy.
• Adapt to changing priorities and manage multiple projects at once.
• Prioritize work effectively in a multitasking environment.
• Be resourceful in finding information and solutions and anticipate next steps.
• Have strong interpersonal and communication skills, especially over the telephone.
• Maintain positive experiences for clients and associates regardless of workload.
• Be self-motivated and have effective office administration skills.
• Maintain basic knowledge of retirement-plan technical, legal, and regulatory topics.
• Work effectively as a team player.

Nice To Haves

• Bachelor’s degree.

Responsibilities

• Complete quarterly Sponsor check-in calls for assigned accounts.
• Serve as the primary Sponsor contact for initiating plan activities.
• Process fund-change letters semiannually or as needed.
• Communicate with Financial Advisors regarding contacts and plan changes.
• Process IRS-required document changes and ad hoc requests.
• Research and resolve issues to help ensure plans remain compliant.
• Review year-end profit-sharing calculations.
• Ensure Financial Advisors complete required and requested items on time.
• Lead and serve as the contact person for plan audits.
• Mail marketing materials to Plan Sponsors and participants based on account needs.
• Manage the annual notice process for assigned accounts.
• Request and manage annual census data collection from clients.
• Manage timely filing of required government reports, such as Form 5500.
• Coordinate, schedule, and assist Financial Advisors with participant enrollment or annual meetings.
• Support the Sales Team with plan onboarding, fee analysis for new plans, and creating and supplying client documents.
• Provide backup support to other Relationship Managers as needed.
• Complete InvestorsView Reg R reviews for assigned accounts.
• Process manual payrolls in the system.
• Process deposits and special requests for Balanced Forward plans and Union accounts.
• Perform annual fee-tier reviews for assigned plans.
• Complete special projects as assigned.
• Mentor and support other team members through training.

Benefits

• 401(k) retirement plan with employer match
• Employee stock purchase plan
• Education assistance programs, including student loan and tuition paydown or reimbursement
• Paid vacation
• Paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree